New Proposal
A Proposal is a written offer sent to win a specific job. It behaves much like a quotation, with one important difference — a proposal can go to a lead as well as a customer, so you can bid for work before the prospect exists as an account.
Where to find it
Go to CRM > New > Proposal.
Steps to Create a New Proposal
- Open CRM > New > Proposal.
- Choose whether the recipient is a customer or a lead.
- Select the party.
- Add the items or services with their prices.
- Set the validity date and any terms.
- Save, then send it.
Field reference
| Field | Description |
|---|---|
| Recipient type | Customer or lead. This is the field that makes a proposal different from a quotation. |
| Customer / Lead | Who the offer is for. |
| Reference | The unique identifier for the proposal. |
| Date / Valid until | When it was issued and when the offer expires. |
| Line items | What is being offered, with quantity and price. |
| Price | Flexible — a proposal price may be above or below the item's standard price. |
Important Notes
Proposal prices are deliberately flexible. Unlike a sales document priced from a sales type, you can quote whatever the bid requires — which is useful, and also means nothing will warn you when a price is below cost.
When a proposal is accepted, convert the lead into a customer if it is not one already, then move the proposal into a sales order to start the fulfilment chain.
Related pages
- Proposals List — find proposals
- Proposal View — the full record
- New Estimate — indicative pricing instead
- Quotation — the customer-only equivalent